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Actionstep MCP Server

Run your legal practice and accounting on software that adapts to your firm's strengths and existing tools.

Category
Pending
Primary Subcategory
Pending
View in the Claude registry
Integration details

Description

The Actionstep MCP Server connects Claude directly to your firm's Actionstep environment. Fee earners, paralegals, and partners can handle day-to-day matter work from Claude instead of switching into the Actionstep UI - while Actionstep stays the system of record. Every write action Claude takes is logged and auditable exactly as if it were done in-app. What you can do • Document filing: Upload and download files on matter folders, download from contact folders, list what's already on file, and create matter folders as needed — all from a Claude conversation. • File notes: Turn an email thread or call summary into a file note on the right matter, and read back what's already been logged. • Task management: Create, update, and check the status of tasks tied to a matter, right from where you're working. • Intake and custom fields: Populate matter- and participant-level custom fields — including dropdown values — from an intake form, scanned ID, or email, individually or in bulk. • Contact management: Look up, create, and update contact records, and resolve contact types and roles. • Matter and staff lookup: Identify the current user, find a colleague to assign work to, and search for matters by ID and look up matter participants.

Integration type
Connector
Verification status
Community connector
Platform
Claude
Category
Pending

The broad Category that contains the Primary Subcategory.

Primary Subcategory
Pending

The Primary Subcategory used for this profile’s headline score.

Secondary Subcategories
None listed

Other Subcategories where the Integration is listed.

Brand
Unknown
Access
Account required
First tracked
2026-09-21
Tool count
43
Geography
US

Claude Discoverability Score

Claude Connector discovery is coming soon

Community Connectors only appear in Claude’s registry.Once verified, organic discovery begins and we can calculate your score.Read more about Community Connector verification.

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What discovery looks like

Claude showing a list of relevant Connectors in a conversation

Claude can surface verified Connectors when they match a user’s Prompt.

Primary Subcategory

Competitive lineup

No Primary Subcategory assigned yetOnce Actionstep MCP Server has a Primary Subcategory, the Plugins and Connectors it competes with will appear here with their scores.
Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.Read guide
Tools

43 tools agents can invoke

Actionstep MCP Server FAQ
How do I improve a Community connector's discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.